BCD HEALTH PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BCD HEALTH PARTNERS, LLC 401(K) PLAN
Measure | Date | Value |
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2022 : BCD HEALTH PARTNERS, LLC 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,991,562 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,672,487 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,669,106 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $419 |
Value of total corrective distributions | 2022-12-31 | $57 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,047,216 |
Value of total assets at end of year | 2022-12-31 | $14,599,263 |
Value of total assets at beginning of year | 2022-12-31 | $19,263,312 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,905 |
Total interest from all sources | 2022-12-31 | $9,173 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $953,823 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $953,823 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $678,018 |
Participant contributions at end of year | 2022-12-31 | $191,220 |
Participant contributions at beginning of year | 2022-12-31 | $167,084 |
Administrative expenses (other) incurred | 2022-12-31 | $2,905 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,664,049 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $14,599,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $19,263,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,408,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $19,096,228 |
Interest on participant loans | 2022-12-31 | $9,173 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,001,774 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $369,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,669,106 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PLANCHEC(K) CPA'S LLC |
Accountancy firm EIN | 2022-12-31 | 842614035 |
2021 : BCD HEALTH PARTNERS, LLC 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $3,715,932 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $202,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $197,824 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,220 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,433,896 |
Value of total assets at end of year | 2021-12-31 | $19,263,312 |
Value of total assets at beginning of year | 2021-12-31 | $15,750,016 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,592 |
Total interest from all sources | 2021-12-31 | $10,559 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,094,266 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,094,266 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $589,744 |
Participant contributions at end of year | 2021-12-31 | $167,084 |
Participant contributions at beginning of year | 2021-12-31 | $159,072 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $515,357 |
Administrative expenses (other) incurred | 2021-12-31 | $2,592 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,513,296 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $19,263,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,750,016 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $19,096,228 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,590,944 |
Interest on participant loans | 2021-12-31 | $10,559 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,177,211 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $328,795 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $197,824 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PLANCHEC(K) CPA'S LLC |
Accountancy firm EIN | 2021-12-31 | 842614035 |
2020 : BCD HEALTH PARTNERS, LLC 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,014,135 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $330,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $320,598 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $7,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $977,034 |
Value of total assets at end of year | 2020-12-31 | $15,750,016 |
Value of total assets at beginning of year | 2020-12-31 | $13,066,098 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,405 |
Total interest from all sources | 2020-12-31 | $8,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $621,867 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $621,867 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $617,431 |
Participant contributions at end of year | 2020-12-31 | $159,072 |
Participant contributions at beginning of year | 2020-12-31 | $180,547 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $36,130 |
Administrative expenses (other) incurred | 2020-12-31 | $2,405 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,683,918 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,750,016 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,066,098 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,590,944 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,885,551 |
Interest on participant loans | 2020-12-31 | $8,338 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,406,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $323,473 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $320,598 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PLANCHEC(K) CPA'S, LLC |
Accountancy firm EIN | 2020-12-31 | 842614035 |